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To: stockman_scott who wrote (3943)	10/3/2001 3:14:27 PM
From: im a survivor	Read Replies (1) \| Respond to of 13815

Without Big Investments in Telecom Soon, the Internet Will Choke On Traffic, Says Insight Research -------------------------------------------------------------------------------- Source: Business Wire PARSIPPANY, N.J.--(BUSINESS WIRE) via NewsEdge Corporation -- If it took nearly 40,000 broadband switches and routers to move an estimated 20,000 terabits per day generated by US Internet traffic last year, imagine the investment needed to handle a network that is essentially doubling every year. That is what Insight Research did, and the NJ-based telecommunications market research company now estimates a whopping $50 billion dollars in new gear will be needed over the next five years or US Internet traffic will gradually grind to a halt. According to Insight's report, "ATM, IP, and Broadband Switching 2001-2006," total US Internet traffic in 2006 will exceed 1.5 million terabits per day. To handle this growth, Insight expects the number of broadband switches and routers to almost triple, at the same time as the throughput capacity per switch increases by a factor of 25. Essentially all of the 2006 switches used in distribution and backbone packet networks will be new, and the aggregated investment will amount to almost $50 billion, the report says. "The so-called capacity glut is a chimera," says Insight president Robert Rosenberg. "It's a mythical creature invented by the investment community because they couldn't justify their inability to distinguish between the long-term telecom infrastructure investments needed to meet forecasted demand and the short-term market development capital that was thrown at 'new economy' dot-coms. Our analysis suggests that over the next five years a tremendous investment in switching systems will be required or the network will choke on its own traffic--and we just don't believe that is going to be allowed to happen." "ATM, IP, and Broadband Switching 2001-2006" forecasts data traffic growth, the number of access, metro, and core network connection points for accommodating the forecasted traffic growth, and the types of equipment and investment that will be needed to keep data traffic moving within the US.

To: stockman_scott who wrote (3943)	10/3/2001 4:09:07 PM
From: Boplicity	Read Replies (3) \| Respond to of 13815

What a dreamy day. LOL Is it real. YES! CSCO has spoken. All we now is to find out the reality of what the fight is going to be like and enough time between the reality of what the recovery will be like to build faith in the market and for the recovery to be real to further drive stocks. Remember it's all about perception of what the facts will be. Nothing better to be long between when the facts are laid out with perception being stroked. That's really not hard to understand. If when the facts come out then everyone will have the same information and it should be priced in, so it's better to be buying before the facts are laid out. b